BOR logo

UNIVERSITY SYSTEM OF GEORGIA

Menu

USG WELL-BEING

A system-wide well-being initiative

Financial Coaching

Financial Coaching

USG employees are welcome to schedule a free confidential appointment with a financial coach. Get answers to your financial questions and become better prepared for your future. Coaching programs are offered through Fidelity, TIAA, and VALIC.

Fidelity

An in-person consultation with a

Fidelity Retirement Planner provides:

Make your appointment online by clicking here, or call 800‐642‐7131.

TIAA

Knowledge is Power. TIAA’s experienced financial consultants take the time to answer your questions, such as:

1. Am I saving enough?

2. Have I invested appropriately?

3. Am I on track to retire when I want?

Sign up online at TIAA.org/schedule, or call (800)732-8353, weekdays, 8 a.m. to 8 p.m. (ET).

VALIC (866) 279-1444

Meet with your local campus VALIC advisor for your complimentary financial coaching session or call the toll free number. VALIC will answer your financial questions and raise the level of your Financial Wellness.

To learn all about your retirement benefits and use checklists to help you prepare for retirement visit the USG retirement site.